+2,547.9%
LITE vs FWONK
+345.8%
+2,202.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.9% | +0.3% |
| 7D | +13.6% | -0.6% | +14.2% | +13.8% |
| 30D | +21.6% | -5.8% | +27.3% | +24.2% |
| 3M | +20.3% | +10.0% | +10.3% | +14.3% |
| 6M | +54.4% | +14.7% | +39.7% | +42.9% |
| YTD | +168.3% | -1.7% | +170.1% | +165.3% |
| 1Y | +551.8% | -4.6% | +556.4% | +549.8% |
| 3Y | +1,891.5% | +46.7% | +1,844.8% | +1,553.5% |
| 5Y | +1,014.7% | +99.4% | +915.3% | +702.7% |
| All | +2,547.9% | +345.8% | +2,202.1% | +1,396.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FWONK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling